Portfolio Expectations

What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences in expectations across the globe. More than that, we consider what the meaning of those returns are and how much we should place value on them. What does your lifestyle require? How can you create more clarity with your finances?

 

Here’s some of what we discuss in this episode:

• Investment return expectations for investors vs. financial advisors.
• How do we manage expectations?
• What do I need to make my lifestyle possible?
• Should we plan for a recession?

 

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